Posted: Monday, October 9, 2017 2:53 PM
Alternate Locations: Sacramento, CA (California)
Relocation assistance is not available for this opportunity.
About The Company
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long:term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had 222 billion in assets under management as of March 31, 2015.
About The Role
As a Business Operations Manager (BOM) you are responsible for providing oversight, support and management to assigned LFA Regional Planning Office and operations staff. You will direct the functions and activities in the Regional Planning Office in the areas of Operations, Compliance, HR and Finance.The BOM role is that of manager over the operations staff and a local business partner to LFA Field Leadership, Planners, Brokers and Planner staff. The BOM in conjunction with local field leadership largely establishes the culture of the office. Lincoln Financial Advisors is a fee:based financial planning organization, a broker/dealer and registered investment advisor with twelve regional planning groups including 40 plus offices across the country.
:Manages service levels, troubleshoots operational issues.
:Identifies commission and benefit problems.
:Implements local and national efforts to improve efficiency.
:Manages compliance orientation trainingas required
:Provides resolution of identified issues for OSJ, Branch and detached audits
:Provides timely review of incoming client/prospect and outgoing client correspondence; resolve non:compliant correspondence issues; ensure review and signoff on customer order tickets and business blotters
:Conducts preliminary reviews of representative advertisements and sales literature
:Provides maintenance and accuracy of compliance records, including SEC mandated books and disciplinary records and sales materials
:Partners with HR Generalists as required to advise, support, and coach employees
:Manages and provides direct supervision to 10:15 operations employees : Operations Leads (OLs) and/or Office Facilitators (OFs).Responsible for the overall direction, coordination and evaluation of these employees.
:Conducts supervisory responsibilities in accordance with the organizations policies and applicable laws.
:Manages responsibilities include interviewing, hiring and training employees; planning, assigning and directing work, appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
:Partners with HR Recruiters through the hiring process for Planner Staff.
:Undergraduate degree or 4+ years of comparable work experience
:5+ years of increasing financial and distribution management experience in Financial Services that directly aligns with the specific responsibilities for this position; including 2+ years of managerial, supervisory, and/or demonstrated leadership experience
Other Skills and Abilities
:Strong verbal and written communication skills required
:Superior inter:personal skills and decision making judgment
:Team building and problem solving skills
:Knowledge of various functional areas of insurance including customer services, underwriting/new business, producer compensation, investment back office, finance and regulatory compliance
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the
• Location: Sacramento
• Post ID: 18960052 sacramento